Strategy & Operations Manager

Role Overview

The Strategy & Operations Manager will partner with finance and cross-functional leaders to drive strategic planning, forecasting, and operational excellence in a fast-growing technology environment. The role blends financial analysis with operational execution to generate actionable insights that influence pricing, go-to-market strategy, and product investments.

Responsibilities

• Lead financial planning, forecasting, and reporting across revenue, expenses, and cash flow
• Build, maintain, and improve financial models to support business planning and strategy
• Perform strategic analyses for pricing, go-to-market performance, product launches, market opportunities, and growth initiatives
• Partner with Sales, Product, Engineering, and Finance to identify opportunities and improve operational efficiency
• Support the operational foundation of embedded finance products (business models, partnerships, growth opportunities)
• Develop recommendations by combining business insights, financial data, and market analysis
• Create and improve reporting frameworks, dashboards, and processes to increase business visibility
• Use Excel/Google Sheets, SQL, and BI tools to gather, analyze, and communicate insights
• Drive automation and process improvements across financial planning and revenue operations
• Support corporate development initiatives (market research, strategic opportunities, diligence, investor reporting)
• Prepare executive presentations and communicate recommendations to stakeholders

Requirements

• 5–7 years of professional experience, including 2–3 years in a high-growth SaaS/technology startup environment
• Experience in finance/business operations; preferred background includes investment banking, private equity, management consulting, corporate strategy, or business operations
• Strong financial modeling for revenue, expense, and cash flow forecasting
• Advanced analytical skills; ability to independently collect, manipulate, and interpret data
• Hands-on experience with Excel/Google Sheets, SQL, and tools such as Looker, Salesforce, Stripe (or similar)
• Ability to turn ambiguous business questions into structured analyses and actionable recommendations
• Strong communication skills to influence stakeholders
• Comfortable collaborating cross-functionally

Nice to Have

• Experience leveraging AI tools to improve productivity, analysis, and operational workflows